AI Agent and DeSci: The Rise of Emerging Forces and Market Opportunities

In the past six months, there has been a wave of emerging forces in the market regarding AI Agents and DeSci. AI Agents have attracted significant attention due to their autonomous decision-making, data analysis, and task execution capabilities, while DeSci aims to leverage blockchain technology to break down traditional barriers in scientific research, achieving data sharing and transparency. This article will explore the currently prominent and potential tokens related to AI Agents and DeSci.

1. AI Agent: The Rise of Intelligent Systems

1.1 Overview of AI Agent

An AI Agent is an intelligent system with autonomy and goal orientation, capable of perceiving the environment, planning actions, executing tasks, and learning from experience to improve, achieving specific goals without human intervention. Its key characteristics are autonomy and goal orientation.

Data shows that the current trend of AI is similar to the early stages of the DeFi boom in 2020-2021. Industry predictions suggest that future AI agents may require independent wallets, decentralized autonomous chatbots will emerge, and with the widespread use of artificial intelligence, the demand for unique proofs of different AI personalities will increase.

1.2 Popular AI Agent Tokens

The following are some popular AI Agent tokens ranked according to the dynamic Mindshare consumer mind share:

1. AIXBT: Market capitalization of $550 million, mind share of 20.7%. Tracks hot discussions on crypto Twitter and identifies potential narratives.

2. Virtuals: Market cap of $4 billion, mind share of 20.7%. Generate new AI agents by locking $VIRTUAL, automatically pairing to form liquidity pools.

3. AI16Z: Market capitalization of $2 billion, mind share of 8.57%. Permissionless DAO, developing ElizaOS framework.

4. Fartcoin: Market cap of $900 million, mental share of 6.93%. A meme coin in the Solana ecosystem that tokenizes fart jokes.

5. Zerebro: Market cap $560 million, mind share 4.36%. An AI agent focused on art creation and content generation.

6. Griffain: Market cap of $380 million, mind share of 3.53%. Built on Solana, simplifying user interaction with cryptocurrency.

7. SNAI: Market value of $83 million, mental share of 1.95%. Cloud server protocol SwarmNode.ai proxy platform token.

8. GOAT: Market value of $560 million, mind share of 1.91%. A Meme coin trained on data from Reddit, 4chan, and other sources.

9. ARC: Market cap of $300 million, mind share of 1.89%. A concept token related to the "rig" AI development framework.

10. TRISIG: Market value of $74 million, mind share of 1.47%. Claims to be a crypto analyst capable of identifying early alpha projects.

1.3 AI Agent Market Outlook

Currently, the AI Agent craze on-chain data resembles the state before the DeFi boom in 2020-2021. Base and Solana have become the main battlegrounds, with high performance and high speculation being key factors. Notable directions to watch include computing power, infrastructure, memes, launch platforms, and applications.

The application of AI Agent in practical data analysis is more valuable. The data transparency of blockchain provides a good foundation for the development of AI. The market's hype expectations for AI Agents mainly focus on the following points:

1. The ongoing hype around AI16Z leads market sentiment.
2. AI Agent's spontaneous iterative evolution leads to the automation of project progression.
3. Class AIXBT projects provide market trend analysis, offering investors new perspectives.
4. Virtuals achieve success through paths similar to Pump.fun.
5. AI virtual humans and AI works are opening up new markets in non-crypto fields, enhancing the breakout effect of blockchain + AI narratives.

II. DeSci: A New Paradigm for Scientific Innovation

2.1 Overview of DeSci

DeSci (Decentralized Science) is a model for building a fair and equal scientific research infrastructure through Web3 technology, aiming to address issues such as peer review, funding, intellectual property management, and data transparency in scientific research. Recently, Binance Labs invested in and launched the BIO Protocol, and CZ and Vitalik jointly participated in a DeSci-themed conference, bringing renewed market attention to this sector.

2.2 BioDAO Protocol

BIO Protocol is a curation and liquidity protocol in the DeSci field, invested by Binance Labs, aimed at providing resource support for scientific research projects. Its core components include BioDAO, curation system, intellectual property tokenization and liquidity mechanisms, as well as incentive systems.

Currently, BioDAO: Launch has successfully launched 7 sub-DAOs, with another 3 in development. The launched sub-DAOs include VITA, ATH, GROW, PSY, HAIR, CRYO, and NEURON, covering fields such as longevity science, women's health, anti-aging, psychedelic science, hair loss issues, cryopreservation, and brain health.

2.3 PumpScience

The Meme launch platform Pump.science, launched by the Solana ecosystem DeSci platform Molecule DAO, issues Meme tokens representing pharmaceuticals on Pump.fun. Related conceptual tokens include:

• RIF: Rifampicin, an antibiotic with potential effects on aging.
• URO: Urolithin A, which helps cells with their "spring cleaning".
• TRACKEDBIO: Committed to improving the efficiency of drug development.

2.4 Other DeSci related projects

• Scihub: Unofficial token that supports the open-source research paper website.
• ANTI and PRO: Quantum Entanglement Combination Tokens, expressing different attitudes towards Meme Tokens.
• WORM: The first on-chain digital brain
• GENOME: Gene Data Project
• GALEON: A project that innovates electronic health record management.
• DRUGS: Medical and Pharmaceutical Meme Coin
• RSC: A tokenized social network for rewarding the public sharing of academic content.

Conclusion: The Market Prospects of AI Agents and DeSci

Although AI Agent and DeSci are currently still mainly driven by memes, their fundamental attributes differ from other meme tokens:

1. Technical Support: Compared to pure Memes, AI Agents and DeSci are more in line with the Kondratiev wave cycle of commodity economies and require actual technical support.

2. Breaking the Circle: DeSci needs external breaking of the circle, relying on specific influential "people"; AI Agent needs internal breaking of the circle, with the key being "usable" "fun" "valuable".

3. Growth Logic: The DeSci sector has yet to see a leading project with a market value of $1 billion, and growth requires projects like BIO Protocol to drive it; AI Agents need to continuously iterate on their fun and practicality.

Overall, AI Agents are more in line with the expectations of market technology development and have stronger potential for going mainstream; DeSci benefits from the attention and investment of industry giants. In the current environment of insufficient market innovation, AI Agents and DeSci are expected to become the main points of speculation in this bull market.